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Blue Trust Inc’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Blue Trust Inc’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$1.24K – 2647
2025
Q3 		$1.24K Buy
+10
New +$1.2K ﹤0.01% 2277
2024
Q3 		– Sell
-1
Closed -$109 – 2959
2024
Q2 		$109 Hold
1
– – ﹤0.01% 2680
2024
Q1 		$109 Buy
+1
New +$100 ﹤0.01% 2113

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blue Trust Inc's KBWP Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 10 shares — an estimated $1.24K sold.

Blue Trust Inc first reported a position in KBWP in Q1 2024 and held it in 3 quarters. The position peaked at $1.24K in Q3 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 10 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $1.24K.
  • Blue Trust Inc first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 3 quarters.
  • Blue Trust Inc's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.24K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.